Thompson & Associates
Estate Planning Flags #1: Outright Distributions from an Estate
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:20:37
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Sinopse
In this episode, Cayce Powell, MBA, JD, FCEP and Jason Meredith, MBA, JD, FCEP discuss outright distributions. • What is an outright distribution? • Could leaving assets outright to beneficiaries be a mistake?• How do you handle life insurance and retirement accounts?• What are the benefits of an alternative distribution strategy?
